See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,262 | $61,272-52.2% | $149,673-80.4% | $71,457-59.0% |
| Participation rate | 83.8% | 62.5%+21.3pp | 78.8%+5.0pp | 67.9%+15.9pp |
| Annual return | 19.13% | 35.85%-16.7pp | 134.42%-115.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $1,336 | $2,378-43.8% | $4,818-72.3% | $2,588-48.4% |
| Participant deferral / active EE | $2,606 | $2,917-10.7% | $5,680-54.1% | $4,289-39.2% |
| Admin fee / account holder | $0 | $1,261-100.0% | $13,210-100.0% | $1,587-100.0% |